SAM Mobile: Powerful Service Management for Engineers on the Move

Managing a field service operation requires engineers, technicians and office staff to stay connected. When engineers are working across multiple locations throughout the day, having immediate access to accurate customer and job information can make all the difference.

SAM Mobile App brings the power of SAM Service Manager directly to engineers in the field, allowing them to manage their workload, update jobs and communicate with the office using a mobile phone or tablet.

Originally introduced as an extension to SAM Service Manager, SAM Mobile App has continued to evolve. The latest version has been updated to work with the latest version of SAM Service Manager, providing businesses with a modern mobile solution that keeps field and office teams connected.

Manage Jobs Wherever You Are

With SAM Mobile App, engineers don’t need to return to the office to access the information they need.

From their mobile device, engineers can access their assigned jobs and work diary, review customer and job information, record work undertaken and update job progress while they are on site.This means information can be captured at the point of service rather than relying on paperwork or having engineers remember to update the system later. For the office team, this provides greater visibility of what is happening in the field throughout the working day.

Keep the Office and Engineers Connected

Communication is an important part of effective field service management.

As engineers update their jobs through SAM Mobile, the latest information can be made available to the office. This helps administrators and service managers understand the status of jobs and provide customers with more accurate information. If an engineer is delayed or a job takes longer than expected, the office can be better informed and take appropriate action rather than waiting for the engineer to return.

The result is a more connected service operation, with information flowing between the field and the office.

Capture Digital Signatures

Completing a job is only part of the process. Businesses also need a reliable record that the work has been carried out and, where appropriate, accepted by the customer. SAM Mobile App allows engineers to capture digital customer signatures directly on their mobile device. Once captured, the signature is stored with the relevant job information, providing a convenient digital record and helping to eliminate the need for paper-based completion forms.

More Than Just a Mobile App

SAM Mobile is designed to work as part of the wider SAM Service Manager platform rather than as a standalone application. This means field engineers and office-based staff can work from the same service management system.

SAM Service Manager provides businesses with a central platform for managing areas such as:

• Customers
• Jobs
• Engineers and technicians
• Assets
• Parts
• Service agreements
• Leads and opportunities
• Quotations
• Sales orders
• Purchase orders
• Reporting

SAM Mobile extends this functionality into the field, giving engineers access to the information they need while allowing them to update the system as they work.